Follow this procedure to create a new Operations Company.
Note:
Select a Config
ID before proceeding with this procedure.
From Application Navigation, select
Configuration and then select
Company, and then select
Operations.
Select Add to start creating the Company.
In the Add Identification page, enter the following
details:
Enter Name and Long Name
of the company.
Select the Main organizational unit of the
company. The values available are: Head Office,
Regional Office, Zonal
Office, Area Office, and
Business Unit.
Select the Sub organizational unit of the
company. The values available are: Branch,
Shared Service Centre,
Division,
Department.
(Optional) Select the calendar against Active
and select the date on which the company turns active.
(Optional) Select the calendar against Inactive
and select the date on which the company turns inactive.
Select Continue.
In the ID Generation page, you can either view the
automatically generated identifier for the company, or manually enter an
identifier. This is based on the Company ID Generation configuration that is
associated with the tenant.
While manually entering an identifier, system validates the ID
against the Company ID Generation configuration that is associated with the
tenant. If the validation fails, an error message appears.
Select Continue.
In the Setup Contact page, you can create the contact
for the company, or skip it.
Select Create New Contact to enter contact
details like Phone number,
Email, and
Address.
Select Skip Contact Section for now to skip
creating the contact details.
Select Continue.
(Optional) In the Manage Associations page, you can add
associations to Products,
Operators, Employees,
Supplier Services, and Keyword
Libraries.